Careers and Entrepreneurship

scared to spend money

I’m Scared to Spend Money, But I Make Six Figures

by Sophia Bera February 27, 2019

I’ve spoken to so many successful millennials who earn a comfortable salary and save and invest a healthy amount. Yet they still hoard cash like their luck is about to run out, or are racked with fear whenever faced with a chance to spend on something that isn’t essential to survival. They’re so afraid to […]

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Non-Qualified Stock Options

The Gen Y Planning Guide to Company Stock: What are NSOs?

by Sophia Bera September 5, 2018

This is the second post in a series on employer stock programs. Non-Qualified Stock Options (NSOs, or sometimes called NQSOs) allow employees to purchase shares of company stock over a defined period of time. Similar to Incentive Stock Options (ISOs), NSOs are included in company benefits packages to help attract and incentivize talent. You may […]

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Incentive Stock Options

The Gen Y Planning Guide to Company Stock: What are ISOs?

by Sophia Bera August 15, 2018

This is the first post in a series on employer stock programs. A number of our clients work for startups that offer incentive stock options (ISOs) as part of their benefits packages. If you’re working at a startup (and not a publicly traded company) and have been given a company stock package, they are most […]

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Becoming a Financial Advisor

Ask Gen Y Planning: How Do I Become an Amazing Advisor?

by Sophia Bera July 11, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. What is your best advice for someone like me (23 years old, almost a CFP) who is wanting to be the best advisor they can be? First […]

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5 Entrepreneurship Takeaways

5 Big Takeaways From My First 5 Years In Business

by Sophia Bera June 28, 2018

I can’t believe that I launched Gen Y Planning in May of 2013! I just celebrated my five-year anniversary by taking a trip to London to see Hamilton on the West End with my business bestie, Mary Beth from Workable Wealth. Our box seats included our own personal butler and the show was fantastic! Like […]

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Business Finances and Taxes

Ask Gen Y Planning: How to Manage Small Business Finances?

by Sophia Bera May 30, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. I’m starting a business in 2018 and one of the major things I need to learn about as an entrepreneur is managing my business’ finances and understanding […]

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